My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester. The Role
1. Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations
2. Proactively completing research and analysis of the client case and of the market of solutions
3. Producing high quality advice suitability recommendations for UHNW clients. £3m +
4. Delivering excellence for clients at all times
5. Total focus on optimal outcomes for clients
6. Proactively obtaining, collating and reviewing information/quotations required
7. Proactively coordinating parties, both internal and external, to ensure they are aligned in delivering for the client. This includes keeping all stakeholders informed and updated
8. Building and maintaining the professional relationships with colleagues, clients, and third parties including; private banks, provisional advisers, product providers and introducers to contribute to building a highly positive company and personal reputation
9. Highly effective team member; supporting colleagues in offices and across the business
10. Sharing expertise and drawing on expertise across the firm to maximise client experience
11. Ensuring a coordinated approach, utilising skills and people from across the business to service a client
12. Working with other Client Managers an...